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| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS3+ years Filed as: THE ASSET ADVISORY GROUP, INC. Service code 27 9200 MONTGOMERY ROAD · CINCINNATI, OH 45242 | Advisory (Plan) | $36,701 |
CUNI, RUST & STRENK2 years Filed as: CUNI, RUST & STRENK, INC. Service code 11 4555 LAKE FOREST DRIVE, SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $15,425 |
MATRIX TRUST COMPANY2 years Service code 21 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $6,752 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 10.49% | 5.28%+5.2pp | 16.78%-6.3pp | 10.21%+0.3pp |
| Employer contribution / active EE | $2,381 | $35,590-93.3% | $26,328-91.0% | $42,272-94.4% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |